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iShares Core High Dividend ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.13%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
+$112M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$23.5M
3
Jane Street
Jane Street
New York
+$18.2M
4
WAM
WNY Asset Management
New York
+$15.5M
5
TA
Townsend & Associates
Colorado
+$11M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$150M
2
Truist Financial
Truist Financial
North Carolina
-$112M
3
Bank of America
Bank of America
North Carolina
-$53.1M
4
SR
Swiss Re
Switzerland
-$33.3M
5
FMLI
Fukoku Mutual Life Insurance
Japan
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
451
Means Investment Company
Maine
$381K +$2.82K +28 +0.7%
TFGT
452
TS Financial Group (TSFG)
Illinois
$380K – – –
ZIG
453
Zullo Investment Group
Pennsylvania
$378K +$5.04K +50 +1%
TC
454
TownSquare Capital
Utah
$376K -$105K -1,040 -22%
KFP
455
KMG Fiduciary Partners
Ohio
$376K -$44.5K -442 -11%
MWP
456
Madison Wealth Partners
Wisconsin
$373K -$29.3K -291 -7%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K -$49.9K -495 -12%
TC
458
Trust Company
Kansas
$371K – – –
MWM
459
Meridian Wealth Management
Kentucky
$371K +$16.1K +160 +5%
MWM
460
Modera Wealth Management
New Jersey
$367K – – –
WAOTB
461
Wealth Advisors of Tampa Bay
Florida
$366K – – –
DJYG
462
David J. Yvars Group
Florida
$365K -$92.1K -914 -20%
SMC
463
Smith, Moore & Co
Missouri
$364K +$504 +5 +0.1%
AWAG
464
ARS Wealth Advisors Group
Florida
$362K – – –
FCM
465
Firestone Capital Management
Florida
$359K – – –
CAM
466
Concorde Asset Management
Michigan
$356K +$356K +3,535 New
GWSG
467
GPS Wealth Strategies Group
Colorado
$356K +$12.7K +126 +4%
NEPWA
468
New England Private Wealth Advisors
Massachusetts
$356K – – –
NP
469
NorthRock Partners
Minnesota
$354K – – –
GP
470
Greenline Partners
New York
$352K – – –
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$350K +$350K +3,470 New
CPSAC
472
Chas P. Smith & Associates (CPS)
Florida
$348K -$55.5K -550 -14%
LSPW
473
Lake Street Private Wealth
Illinois
$348K -$28.9K -287 -8%
VPP
474
Vertex Planning Partners
Illinois
$348K -$2.22K -22 -0.6%
CAM
475
Covenant Asset Management
New Jersey
$345K – – –
17 18
19
20 21